Wealth Management Solutions

Providing you with wealth management solutions for today and tomorrow

We recognise that each investor’s goals are unique, driven by their individual circumstances as well as their attitudes towards a range of factors. We seek to first identify the objectives of the client and then structure our strategic advice and investment management to achieve these objectives.

Our individually tailored investment solutions are flexible, contemporary and designed with the client’s achievement of their objectives as the measure of success.

Subscribers to our wealth management solutions receive the following benefits:

Ongoing access to their personal adviser as well as the full support of the adviser services team.

Access to a wealth of experience and expertise within the company.

Regular assessments of their strategic financial goals and current strategy.

Regular communication, including a range of reports and communiqués from the various divisions within the business. The majority of this information is provided electronically (via our website or emailed) so that it is available to you in a timely manner – when you need it most.

Comprehensive and professional administration, removing the time-consuming day to day hassles of managing your financial affairs.

Quality professional investment research and management, provided by our in-house investment research department in conjunction with external specialist research organisations.

Peace of mind, knowing that our firm is a FPA Professional Practice that has been in the industry virtually since its inception more than three decades ago and has an ongoing commitment to providing wealth management solutions with professionalism and integrity.

Renowned investor Sir John Templeton once commented that “it is impossible to produce a superior performance unless you do something different from the majority”. We continue to wholeheartedly believe in this sentiment.